Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
24
Number of overlapping holdings
24.0%
% of IYG's 103 holdings also in KBWB
100.0%
% of KBWB's 24 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus KBWB)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 10.5% | 8.3% | 8.3% |
|
BANK OF AMERICA CORP | 4.8% | 8.2% | 4.8% |
|
WELLS FARGO & CO | 3.7% | 8.2% | 3.7% |
|
GOLDMAN SACHS GROUP INC | 2.6% | 8.2% | 2.6% |
|
MORGAN STANLEY | 2.4% | 7.3% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 15.6% |
|
VISA INC. CLASS A | 9.6% |
|
MASTERCARD INCORPORATED CLASS A | 8.1% |
|
S&P GLOBAL, INC. | 3.2% |
|
BLACKROCK INC | 2.4% |
|
JPMORGAN CHASE & CO | 2.3% |
|
AMERICAN EXPRESS CO | 2.3% |
|
SCHWAB (CHARLES) CORP | 2.0% |
|
CME GROUP INC | 1.8% |
|
BLACKSTONE GROUP LP/THE | 1.8% |
IYG Underweight Relative to KBWB
|
GOLDMAN SACHS GROUP INC | -5.5% |
|
MORGAN STANLEY | -4.9% |
|
WELLS FARGO & CO | -4.5% |
|
FIFTH THIRD BANCORP | -3.6% |
|
STATE STREET CORP | -3.5% |
|
M & T BANK CORP | -3.5% |
|
BANK OF AMERICA CORP | -3.3% |
|
BANK OF NEW YORK MELLON CORP | -3.3% |
|
NORTHERN TRUST CORP | -3.2% |
|
HUNTINGTON BANCSHARES INC | -3.2% |